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Inese Auzina

Inese Auzina

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Description

Meta Field Name

Example

Multi-value

Domain

Attribute ID

Request group

PARAM.REQUESTGROUP

PARAM.REQUESTGROUP=New Account

Y

470

100201

Vendor/Custodian

PARAM.VENDOR

PARAM.VENDOR=PERSHING

Y

116 or 378

102101

Registration Type

PARAM.REGTYPE

PARAM.REGTYPE=Inherited IRA

Y

114

100601

Product Type

PARAM.PRODUCTTYPE

PARAM.PRODUCTTYPE=Advisory

Y

112 or 366 or 462

100601

State

PARAM.STATE

PARAM.STATE=AL

N

150

100801

Account Service

PARAM.ACCTCLASS

PARAM.ACCTCLASS=IC UMA

Y

339

100201

Account Options

PARAM.ACCTOPTION

PARAM.ACCTOPTION=[Charity, Estate]

Y

340

100201

Image Added

A wizard form with the fields needed for creating a Work Item

Example of a set of PARAMS for a Work Item:

Code Block
PARAM.ACCTCLASS=IC UMA
PARAM.ACCTCLASS.ID=140
PARAM.ACCTOPTION=\[Charity, Estate, Guardian\]
PARAM.BUSINESSTYPE.ID=4
PARAM.PRODUCTNAME.ID=12
PARAM.PRODUCTTYPE=Advisory
PARAM.PRODUCTTYPE.ID=32
PARAM.REGTYPE=Inherited IRA
PARAM.REGTYPE.ID=100
PARAM.REQUESTGROUP=CAO New Account
PARAM.REQUESTGROUP.ID=8
PARAM.STATE=AE
PARAM.VENDOR=PERSHING
PARAM.VENDOR.ID=2452

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